Inside Sales Meeting Tracking Tool

To help track sales meeting results generated by your assigned sales rep via webinar follow-up and / or provided sales call lists, please download and use the assigned monthly tracking document below to enter your recent sales meeting results.

  1. Download your assigned tracking tool
  2. The “pre-meeting” information is already populated for you in columns A-H
  3. Complete columns J-O in the brown section as defined
  4. Select the appropriate response from the drop down menus in columns J, K and L
  5. Enter applicable information in columns M, N and O where needed
  6. Once completed, email back to Bob Lorum directly with copy to your manager

December 2016 

January 2017

  • Adam Hunter
  • Alex Diego
  • Etc.

Because you need to know

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